Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

February 2019 investment update

Despite a deterioration in economic data, particularly in Europe and China, risk markets started 2019 on the front foot. This seemed to be largely due to a renewed spirit of dovishness amongst some of the world’s most important central bankers, writes Dolfin’s Head of Investment Management, Richard Gray.

Pensions in the millennial age

Millennials’ attitudes and behaviour – and those of their employers – are creating an alien pensions landscape, writes Nick McCall, Dolfin’s Head of Wealth Management.

Dolfin acquires business of UK subsidiary of Falcon Private Bank

Dolfin and the Swiss-based Falcon Private Bank announced today Dolfin’s acquisition of the business of Falcon’s UK subsidiary, Falcon Private Wealth Ltd.

Investment update video: June 2017

Watch our Head of Fixed Income, Alex Eventon, present our monthly investment update.

5 June 2017 / Videos
Author

In this short video, he provides a summary of the Investment Team’s current focus on our expectations from the ECB meeting – and do the fundamentals justify action? We continue to be bullish on the Euro, the ECB unwind should lift the European currency. We also remain negative on German bonds: the combination of positive economic momentum and an ECB that is stepping back from quantitative easing will weigh on German government bonds.

UK investor visas

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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